Automate your entire client intake process — from the first contact to the signed retainer. Our AI qualifies, routes, and follows up with every lead 24/7, so you wake up to qualified consultations instead of missed calls.
Every unanswered call is a potential case walking to your competitor. Your intake system is the single biggest lever for law firm revenue — and most firms are leaving it to chance.
62% of calls happen outside business hours. Personal injury accidents happen at night. Criminal defense calls come at 2 AM. Family law inquiries spike on weekends. If your intake team works 9–5, you're missing the majority of potential cases before they even reach you.
The average response time for law firms is over 4 hours. Studies show that leads contacted within 5 minutes are 100x more likely to convert than those contacted after 30 minutes. At 4 hours, you've already lost the case — the prospect has hired someone else or gone cold.
Manual intake is inconsistent and error-prone. Different intake coordinators ask different questions. Leads get routed to the wrong practice area. Contact information is entered incorrectly. Paper intake forms get lost. Every inconsistency is a potential case slipping through the cracks.
Intake staff burnout leads to high turnover and lost institutional knowledge. Legal intake is demanding work — high volume, emotionally charged conversations, repetitive screening. When your best intake coordinator leaves, they take months of learned qualification instincts with them. AI preserves that knowledge permanently.
Five steps, fully automated, working 24/7 without human intervention. Here's how our AI intake system turns missed calls into signed cases.
The moment a lead calls, texts, or submits a form on your website, our AI responds instantly. No voicemail, no "we'll get back to you," no hold music. The AI answers with a natural, empathetic greeting and immediately begins the intake conversation — at 2 PM on a Tuesday or 2 AM on a Sunday. Response time is under 5 seconds, every single time.
The AI conducts a structured intake interview tailored to your practice areas. For PI leads, it screens for liability, injury type, medical treatment status, and insurance coverage. For criminal defense, it asks about charges, jurisdiction, court dates, and custody status. The AI scores every lead against your firm's case criteria so attorneys only review qualified opportunities.
Qualified leads are automatically routed to the appropriate attorney or practice group based on case type, language preference, geographic location, and attorney availability. If the matched attorney is unavailable, the lead flows to the next available attorney in that practice area. Enterprise firms can configure multi-office routing with geographic and practice-area rules.
If a lead doesn't schedule immediately, the AI initiates a structured follow-up sequence — text message, email, and phone call follow-ups at optimal intervals. Each follow-up is personalized with the lead's case details and the attorney's availability. Leads that go silent receive gentle check-ins over days and weeks, recovering cases that would otherwise be lost forever.
Once a lead is qualified and matched with an attorney, the AI accesses the attorney's calendar and offers available consultation times. The lead selects their preferred slot, receives an immediate confirmation with calendar invite, and the consultation is booked — all without a single manual step from your team. Confirmation reminders are sent automatically before the appointment.
Built from the ground up for legal intake — not adapted from generic sales software.
Nights, weekends, holidays — your AI intake system never sleeps, never takes a break, and never misses a call. Every lead gets an instant response regardless of when they reach out.
Fully fluent English and Spanish intake with automatic language detection. Additional languages available for immigration, PI, and employment firms serving diverse communities.
Native integrations with Clio, MyCase, PracticePanther, Filevine, Litify, Salesforce, and HubSpot. Lead data flows automatically into your existing systems — no double entry.
Every practice area gets its own qualification flow — PI, criminal defense, family law, employment law, immigration, and more. We build your flows to match exactly how you qualify cases.
End-to-end encryption, BAAs available, audit logging, and role-based access controls. Built for firms handling medical records, PI cases, and sensitive client health information.
Dashboard showing every lead captured, qualified, routed, and converted. Track response times, qualification rates, attorney conversion rates, and ROI — all in real time.
We handle everything — you provide your intake criteria and we deliver a fully operational AI intake system in under two weeks.
We analyze your current intake process — how leads come in, what questions your team asks, how leads are qualified, and where the bottlenecks and drop-offs happen. We map your ideal qualification criteria for every practice area and identify the highest-impact automation opportunities.
We build your custom intake flows — the exact questions, logic branches, qualification scoring, and routing rules for each practice area. Flows are reviewed and approved by your team before deployment. We configure CRM integration, calendar sync, and notification preferences.
We integrate the AI intake system with your website, phone system, CRM, and calendar. Your team runs through test scenarios — real intake conversations across every practice area — to validate accuracy, routing, and booking before going live. We tune the AI based on your feedback.
The AI intake system goes live. We train your team — typically 1–2 hours — on how the system works, how to review qualified leads, how to monitor performance, and how to handle edge cases. Your intake staff shifts from manual screening to reviewing AI-qualified leads.
We monitor every intake interaction and continuously optimize qualification accuracy, routing efficiency, and conversion rates. Monthly reports show leads captured, qualified, consultations booked, and cases signed. We tune flows based on real performance data — not assumptions.
The average personal injury firm loses $50,000 per month in missed leads. Here's the math — and how quickly AI intake pays for itself.
An average PI firm receives 150 intake calls per month. With standard business-hours intake, 62% (93 calls) go unanswered because they occur outside 9–5 or while all lines are busy. With an average PI case value of $35,000 and a 30% sign rate for qualified leads, those 93 missed calls represent:
Even if your firm captures just 20% of those missed calls — a conservative estimate — that's $196,000 in additional case value per month. At $1,500/month for the AI intake system, that's a 130x ROI in the first month alone. The system doesn't just pay for itself — it transforms your firm's revenue trajectory.
Every practice area has unique intake requirements. Our AI adapts to each one with custom qualification flows.
Screen for liability, injury type, medical treatment status, insurance coverage, and statute of limitations. AI extracts insurance details, identifies potential case value, and routes high-value PI leads to senior attorneys immediately. Integrates with medical record systems for chronology building.
Handle sensitive initial conversations with empathy. Screen for divorce, custody, support issues, jurisdiction requirements, and urgency. Offer appropriate fee structure information and schedule consultations with the right family law attorney based on case complexity.
Urgent-response workflows for arrests and pending charges. Screen for charge type, jurisdiction, court dates, custody status, and prior record. Immediate attorney notification for time-sensitive cases. Bond hearing scheduling integration for in-custody clients.
High-volume intake for mass tort campaigns. Screen thousands of potential claimants against specific tort criteria — medical device, pharmaceutical, environmental exposure. Auto-categorize by claim type and severity, flag priority claimants, and manage multi-jurisdiction routing.
An AI intake system for law firms is an intelligent software platform that automates the entire client intake process — from the moment a potential client contacts your firm to the moment a signed retainer is received. It uses artificial intelligence to qualify leads, ask relevant screening questions, route cases to the right attorney or practice area, schedule consultations, and follow up automatically. Unlike traditional intake forms or answering services, an AI intake system works 24/7, responds instantly, speaks multiple languages, and integrates directly with your law firm's CRM and practice management software.
AI lead qualification uses natural language processing and pre-configured qualification criteria to assess whether a lead is a good fit for your firm. The AI asks structured questions about the legal issue, jurisdiction, timeline, and case details — then scores the lead based on your firm's specific criteria, such as case type, potential case value, statute of limitations, and geographic location. High-scoring leads are immediately routed to the appropriate attorney for consultation, while leads that don't meet criteria receive appropriate alternative guidance. This eliminates hours of manual screening and ensures attorneys only spend time on viable cases.
Solo practitioners and small firms typically invest $500–$1,500/month. Mid-size firms invest $1,500–$5,000/month depending on practice areas and intake volume. Enterprise and multi-office firms typically invest $5,000–$15,000/month. When you consider that the average PI firm loses $50,000/month in missed leads, the AI intake system typically delivers a positive ROI within the first 30 days. We provide transparent pricing during your demo — no hidden fees, no surprise add-ons.
Yes. Our AI intake system integrates natively with all major legal practice management platforms including Clio, MyCase, PracticePanther, Filevine, Litify, Salesforce, and HubSpot. When a lead is qualified by the AI, their information is automatically created as a contact or matter in your CRM. This eliminates double data entry and ensures no leads fall through the cracks.
Yes. All data is encrypted in transit and at rest using AES-256 encryption. We sign Business Associate Agreements (BAAs) with law firms handling protected health information. The system includes role-based access controls, audit logging, and data retention policies that align with HIPAA requirements.
Setup typically takes 7–14 business days from contract to go-live. This includes intake flow configuration, CRM integration, team training (1–2 hours), and a 48-hour testing period. Complex or heavily customized deployments for large firms may take 3–4 weeks. We handle the entire process — your team just provides intake criteria and integration credentials.
Yes. Our AI intake system supports English and Spanish natively, with additional language support for Arabic, Chinese (Mandarin), Vietnamese, Korean, and Tagalog. The AI automatically detects the lead's preferred language and conducts the entire intake flow in that language.
A chatbot handles general website inquiries. An AI intake system manages the full intake workflow: lead qualification, intelligent routing, consultation scheduling, CRM integration, automated follow-up, and performance analytics. The chatbot is your website's front desk; the AI intake system is your entire intake department operating 24/7.
Get a free, personalized demo of our AI intake system configured for your practice areas. See how it qualifies leads, routes cases, and books consultations — all without your team lifting a finger.
Tell us about your firm's intake challenges and we'll prepare a custom demo with intake flows tailored to your practice areas.
